Inviting adjusters

An adjuster can receive claims from your firm only after accepting your invitation. You invite an adjuster by their OSAID, the account id on their profile in the OSA app (the field labelled OSA ID, which has a copy button). Copy it exactly: capital and small letters matter. An OSAID exists once the adjuster has signed in to the app, so an adjuster who isn’t on OSA yet installs the app and creates an account first. An invitation can’t be sent to an email address.

Send an invitation

curl https://api.osaconnection.com/v1/adjusters/invitations \
  -H "Authorization: Bearer $OSA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "osa_id": "Hp2sK8dL4fJ6gA1zX9cV3bN7mQ5w",
    "invited_as": "Todd Rivera",
    "invited_by": "Dana Whitfield, Claims Operations",
    "purpose": "Flood claims in the Tampa Bay area this season.",
    "note": "Referred by Jordan Ellis."
  }'

Only osa_id is required. The adjuster sees the invitation in the OSA app and accepts or declines it. An invitation that isn’t answered expires after 7 days. The invitation shows the adjuster your firm’s name and invited_as. Nothing about your claims reaches them until they accept.

Your firm’s notes

Four optional fields record who an invitation is for and why. To send no note, leave the field out: null and an empty string are refused with 422 validation_failed.

Field	Length	Meaning
`invited_as`	Up to 200 characters	Who your firm believes it is inviting, for example the adjuster’s name
`invited_by`	Up to 200 characters	Who at your firm sent the invitation
`purpose`	Up to 500 characters	What the invitation is for
`note`	Up to 1,000 characters	Anything else your firm wants to record with the invitation

They are your firm’s own notes. Nothing is checked against the adjuster’s account, and no invitation is refused because of them. Whoever owns the OSAID can accept.
The adjuster sees invited_as on the invitation in the app. The other three are for your firm only.
They are returned whenever adjusters are listed. Each adjuster in GET /v1/adjusters carries all four, and so do the responses to sending and withdrawing an invitation. A note you didn’t send is null.
Inviting again replaces them. A new invitation to the same adjuster replaces all four with whatever it sends. A note the new invitation leaves out becomes null.

What the adjuster needs before accepting

The adjuster must have a first name, a last name and an email on their OSA profile before they can accept an invitation. If one is missing, the invitation can’t be accepted until they complete their profile in the app. If an adjuster tells you they can’t accept, ask them to check their profile in the OSA app.

Follow the invitation

curl https://api.osaconnection.com/v1/adjusters \
  -H "Authorization: Bearer $OSA_API_KEY"

{
  "data": [
    {
      "osa_id": "Xk3pQ9vT2mN8rL5wB7yC1dF4gH6j",
      "status": "active",
      "test": false,
      "name": "Jordan Ellis",
      "email": "jordan.ellis@example.com",
      "invited_at": "2026-09-01T16:20:00Z",
      "expires_at": null,
      "responded_at": "2026-09-01T18:44:12Z",
      "invited_as": "Jordan Ellis",
      "invited_by": "Dana Whitfield, Claims Operations",
      "purpose": "Flood claims in the Tampa Bay area this season.",
      "note": null
    },
    {
      "osa_id": "Hp2sK8dL4fJ6gA1zX9cV3bN7mQ5w",
      "status": "pending",
      "test": false,
      "name": null,
      "email": null,
      "invited_at": "2026-09-28T13:02:45Z",
      "expires_at": "2026-10-05T13:02:45Z",
      "responded_at": null,
      "invited_as": "Todd Rivera",
      "invited_by": "Dana Whitfield, Claims Operations",
      "purpose": "Flood claims in the Tampa Bay area this season.",
      "note": "Referred by Jordan Ellis."
    }
  ],
  "next_cursor": null
}

`status`	Meaning
`pending`	Invited, not yet answered
`active`	Accepted, and a member of your firm
`declined`	The adjuster declined
`expired`	Not answered within 7 days
`withdrawn`	You withdrew the invitation

name and email are null until the adjuster accepts. After that they are the account’s own name and email. invited_as stays what your firm wrote, so it can differ from name: compare the two if you need to confirm that the person you meant to invite is the one who accepted. An adjuster can leave your firm in the app. One who has left no longer appears in the list, under any status. Claims they had already accepted stay with them; new claims sent to them are refused with 422 adjuster_not_in_firm. Invite them again to bring them back. Statuses are an open enum: handle values you don’t recognise without failing.

Inviting again and withdrawing

You can invite someone again after they declined, after the invitation expired, or after you withdrew it.
Inviting a current member returns 409 already_member. Inviting someone whose invitation is still pending returns 409 invitation_pending.
DELETE /v1/adjusters/invitations/{osa_id} withdraws a pending invitation.

Test accounts

A test key can only invite your firm’s test accounts, and a live key can’t invite them. See Testing with test accounts.

Get started

Guides

Updates

Send an invitation

Your firm’s notes

What the adjuster needs before accepting

Follow the invitation

Inviting again and withdrawing

Test accounts

​Send an invitation

​Your firm’s notes

​What the adjuster needs before accepting

​Follow the invitation

​Inviting again and withdrawing

​Test accounts

Send an invitation

Your firm’s notes

What the adjuster needs before accepting

Follow the invitation

Inviting again and withdrawing

Test accounts